Mark
Flannery
Grove Point Advisors, LLC
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About this Advisor
Mark Flannery is a certified financial planner working in Chanhassen, Minnesota with a total of 2 years of relevant experience. Flannery currently works for Grove Point Advisors, LLC. Over the course of their career, Flannery has held roles at Financial Guidance Inc Mark S. Flannery, CFP®, Minnesota Mutual Life, H. Beck, Inc, Wealth Guidance, Inc7925 Stone Creek Drive - Suite 110Chanhasse, Flannery Holdings, LLC, Grove Point Advisors, LLC and Grove Point Investments, LLC. Flannery maintains a Series 63 license, qualifying them as a securities agent, and is approved to serve investors in Minnesota. Grove Point Advisors, LLC is a financial advisory firm based out of Rockville, MD. The company has offices in 208 locations and a total of 333 advisors. It has $2 billion in assets under management across its 8,355 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 19 charities and foundations. Of its 8,355 accounts, 18% belong to high-net-worth clients who have at least $1 million in assets. Grove Point Advisors, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which service is offered. Fee types billed by Grove Point Advisors, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mark Flannery Work History
Mark has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Flannery Holdings, LLC
Wealth Guidance, Inc7925 Stone Creek Drive - Suite 110Chanhasse
Minnesota Mutual Life
Financial Guidance Inc Mark S. Flannery, CFP®
H. Beck, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Flannery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grove Point Advisors, LLC
Bethlehem, PA
Paso Robles, CA
Rockville, MD
Rockville, MD
Rockville, MD
Paso Robles, CA
Rockville, MD
Wheaton, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
